How could non-energy shortages affect supply chains?

In the coming months, depressed shipments of non-energy commodities through the Strait of Hormuz risk disrupting some supply chains using aluminium, plastics and synthetic rubber. The risks are greatest for autos and food production. But the overall macro effects should be limited, with reports of supply shortages still far less prevalent than during the pandemic. And any effects on global inflation will be dwarfed by those from higher energy prices.